Welcome to the Knowledge Base (or KB), the official Octopi help center! Here you will find detailed guides and tutorial videos which you can search and explore by topic. We encourage you and your team to utilize the is resource to learn more about Octopi's features, troubleshoot issues, and get the best results at your terminal when operating with Octopi.
Watch a video
Note: The interface and available options in your organization's account may appear slightly different than this video recording. This depends on your configuration, enabled permissions, and any recent updates to the appearance of Octopi.
Searching the Knowledge Base
The search field is located on nearly every page on the Knowledge Base. On the Home page you can find it at the top of the page in the main banner image. On each Topic page and Guide page the search field is located in the top right corner.
To use the search field, click inside the field and begin typing a keyword or question relating to Octopi. A dropdown menu listing suggested guides will appear. Click a suggested guide in the dropdown menu to view that guide, or press Enter to perform the search and view the full list for search results. When viewing the search results, click the title of any guide you'd like to view.
Browsing by topic
On the Home page, scroll down to find the grid of topics. Most topics match a module you will find within the Main Menu in Octopi. If your question relates to one of the topics, click that Topic button to view all the related guides.
- If your terminal is in the Onboarding process, or you are new to Octopi, check out the Getting Started topic.
- To get assistance with an issue, frequently asked questions, or to learn more about contacting Octopi for support, look at the Troubleshooting & Support topic.
- The What's new? topic provides quarterly announcement of product updates to help keep you and your team up to date on new features, updates, and ongoing training.
After clicking a topic, you will see a list of all of the guides within that topic. When you find a title that matches your inquiry, click the title to view the full guide.
On many of our guides you will find a video tutorial version embedded in the guide to better demonstrate an operational process or feature. To watch a video on a Guide page, click the play button on the embedded video player.
On the Home page, scroll down to find the video index. All of the videos we have available within our guides are grouped here for your convenience. When you find a video in the Index that you would like to watch, click the video thumbnail. A lightbox view will open containing the guide where the video lives. It will automatically scroll to video and autoplay. If you do not hear audio, ensure your volume is up and headphones are plugged in correctly.
At the bottom of every guide page you find an opportunity to give simple, "yes or no" feedback on if a guide was helpful.
Click the thumbs up, if you feel the guide was helpful. Click the thumbs down, if you feel it was not helpful. Your feedback is valuable to us for maintaining our Knowledge Base.
Joining a webinar
Periodically Octopi will host an online webinar focusing on a feature, concept, or industry topic. Click Webinars in the top navigation to view any upcoming webinars or browse our archive of past webinars.
Contacting the Customer Success team
Please view our full guide: How to contact the Customer Success Team
How do I sign in to the Knowledge Base?
When you log in to Octopi you are also logged in to the Knowledge Base via Single Sign-On (SSO). After logging in to Octopi, click the Help link in the top right corner of the application. This will take you directly to the Knowledge Base and log you in within a couple seconds.
If you are already logged in to Octopi in your browser, but are still not logged in to the Knowledge Base, click the Sign In link in the top right corner of the Knowledge Base. Then you will be automatically signed in.
Why do I need to sign in?
Only a portion of our guides and videos are available publicly. These public guide are intended to help new users, onboarding customers, and terminal customers (3rd parties) who may not have an Octopi login yet.
The full Knowledge Base is included with your Octopi subscription and requires you to be logged in as an Octopi customer to view.
Why are some guides not available to me?
You may not be logged in properly. Be sure to log in to your Octopi account first. Then click the Help link in the top right corner to be automatically signed in to the Knowledge Base.
I'm signed in, but I can't submit a support ticket. Why not?
Only Octopi customers, with permission enabled by their Admin, are able to submit support tickets. Terminal customers (3rd party users) must contact the terminal for support or troubleshooting. If an issue that arises from a terminal customer requires a support ticket, the terminal personnel must submit it.
How do I go back to Octopi?
Open a new tab or window and visit http://app.octopi.co to return to Octopi. We recommend bookmarking this page in your browser to be able to access Octopi quickly.